JOHN & HELEN ILSLEY FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN & HELEN ILSLEY FAMILY FOUNDATION (EIN 20-0756605)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349104664
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T18:16:41-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830232295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHATT JOHNSON & GODWIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 603 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 828010603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200756605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND HELEN ILSLEY FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3076741770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6387 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW EBZERY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3076741770 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TOMMY D DAVIS | PreparerPersonNm |
| PTIN | P01350475 | PTIN |
| Phone | 3076726494 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $476,812 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $173,269 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,414 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,414 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $375 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,625 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,107 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,107 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,378 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,912 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,378 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,876 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,374 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,504 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,504 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $384,226 | CorporateStockBOYAmt |
| Corporate Stock EOY | $468,210 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $468,210 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $91 | OtherAssetsBOYAmt |
| Other Assets EOY | $98 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $98 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $412,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $476,812 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $476,812 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $412,691 | RetainedEarningBOYAmt |
| Retained Earning EOY | $476,812 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $412,691 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $476,812 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $412,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $476,812 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $412,691 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,876 | ExcessRevenueOverExpensesAmt |
| Other Increases | $87,997 | OtherIncreasesAmt |
| Subtotal | $476,812 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $476,812 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE INC | P | 2024-09-19 | 2025-03-26 | $7,952 | $10,483 | -$2,531 | -$2,531 |
| PHILIP MORRIS | P | 2024-03-25 | 2025-10-20 | $5,207 | $3,015 | $2,192 | $2,192 |
| ABRDN PHYSCL | P | 2023-01-19 | 2025-02-19 | $6,326 | $6,837 | -$511 | -$511 |
| REGIONAL BANKING ETF | P | 2024-12-11 | 2025-07-03 | $13,301 | $13,930 | -$629 | -$629 |
| AERCAP | P | 2024-02-23 | 2025-05-16 | $6,315 | $4,375 | $1,940 | $1,940 |
| SOUTHERN COPPER CORP | P | 2024-05-23 | 2025-02-27 | $50 | $66 | -$16 | -$16 |
| AGNICO EAGLE | P | 2024-05-18 | 2025-05-19 | $13,719 | $6,939 | $6,780 | $6,780 |
| SOUTHERN COPPER CORP | P | 2024-05-23 | 2025-05-19 | $71 | $88 | -$17 | -$17 |
| ALAMOS GOLD INC | P | 2025-05-01 | 2025-05-19 | $1,882 | $1,878 | $4 | $4 |
| SOUTHERN COPPER CORP | P | 2024-05-23 | 2025-09-04 | $80 | $89 | -$9 | -$9 |
| AMERICAN HOMES | P | 2024-09-19 | 2025-10-02 | $7,491 | $9,126 | -$1,635 | -$1,635 |
| SOUTHERN COPPER CORP | P | 2024-05-24 | 2025-11-28 | $90 | $74 | $16 | $16 |
| CANADIAN | P | 2024-03-25 | 2025-03-26 | $7,480 | $8,990 | -$1,510 | -$1,510 |
| SPROTT PHYSICAL | P | 2023-04-21 | 2025-05-19 | $15,080 | $9,487 | $5,593 | $5,593 |
| CVR ENERGY INC | P | 2024-04-12 | 2025-10-02 | $7,309 | $7,005 | $304 | $304 |
| VANECK GOLD | P | 2024-01-22 | 2025-01-23 | $11,411 | $9,587 | $1,824 | $1,824 |
| DRAFTKINGS INC | P | 2024-04-02 | 2025-03-26 | $7,477 | $8,908 | -$1,431 | -$1,431 |
| VANECK GOLD | P | 2022-04-20 | 2025-05-19 | $14,472 | $12,304 | $2,168 | $2,168 |
| FOOT LOCKER INC | P | 2024-06-01 | 2025-02-19 | $4,989 | $6,492 | -$1,503 | -$1,503 |
| IPATH ETN LKD TO S&P EXCHANGE TRADED | P | 2025-09-10 | 2025-07-03 | $9,836 | $13,538 | -$3,702 | -$3,702 |
| LOCKHEED | P | 2024-02-18 | 2025-02-19 | $12,646 | $13,819 | -$1,173 | -$1,173 |
| NUCOR CORP | P | 2024-03-15 | 2025-10-02 | $6,790 | $8,864 | -$2,074 | -$2,074 |
| PEABODY ENERGY | P | 2024-02-23 | 2025-06-27 | $4,511 | $8,625 | -$4,114 | -$4,114 |
| PETROLEO | P | 2024-02-23 | 2025-06-27 | $6,150 | $8,650 | -$2,500 | -$2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,825 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $70 | SubtotalAmt |
| Tax Based On Investment Income | $70 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $250 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $250 | TotalPaymentsAndCreditsAmt |
| Overpayment | $180 | OverpaymentAmt |
| Applied To ES Tax | $180 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW EBZERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3076741770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX J | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MATTHEW EBZERY | ||||||||
| PO BOX 6387 | SHERIDAN | WY | 82801 | DIRECTOR | 1.00 | $1,000 | $0 | $0 |
| HARRY ILSLEY | ||||||||
| PO BOX 6387 | SHERIDAN | WY | 82801 | DIRECTOR | 1.00 | $1,000 | $0 | $0 |
| DIANE TYREE | ||||||||
| PO BOX 6387 | SHERIDAN | WY | 82801 | DIRECTOR | 1.00 | $1,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $418,833 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,735 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $457,568 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $457,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,864 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $450,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,535 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,535 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70 | TotalTaxAmt |
| Distributable Before Adj | $22,465 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,465 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,465 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,912 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,912 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,465 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,304 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,240 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,460 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,507 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,472 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,983 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,912 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,465 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,447 | RemainingDistriFromCorpusAmt |
| Total Corpus | $41,430 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,304 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,126 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,240 | ExcessFromYear4Amt |
| Excess From Year3 | $8,460 | ExcessFromYear3Amt |
| Excess From Year2 | $9,507 | ExcessFromYear2Amt |
| Excess From Year1 | $5,472 | ExcessFromYear1Amt |
| Excess From Current Year | $6,447 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MATTHEW EBZERY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX J | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3076741770 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PLACE OF WHOLENESS | |||||||
| PO BOX 4053 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| THE HUB ON SMITH | |||||||
| 211 SMITH STREET | SHERIDAN | WY | 82801 | NONE | PC | MEALS ON WHEELS | $2,000 |
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | PC | GOLF FACILITY, SCHOLARSHIPS, VAN | $20,000 |
| WYO THEATER INC | |||||||
| 42 NORTH MAIN ST | SHERIDAN | WY | 82801 | NONE | PC | CLASSIC FILM FEST & PROJECTOR | $1,000 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1472 N 5TH ST STE 201 | LARAMIE | WY | 82072 | NONE | PC | AFTER SCHOOL PROGRAM | $1,000 |
| TOYS FOR TOTS | |||||||
| 151 W BRUNDAGE | SHERIDAN | WY | 82801 | NONE | PC | SUPPORT OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,304 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,414 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOHATT, JOHNSON & GODWIN | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABRDN PHYSICAL PLATINUM | ||
| ADOBE INC | ||
| ADVANCED MICRO DEVICE INC | $10,494 | $10,494 |
| AERCAP HOLDINGS NV F | $7,907 | $7,907 |
| AGNICO EAGLE MINES | $21,361 | $21,361 |
| ALAMOS GOLD INC NEW F | $2,894 | $2,894 |
| ALERIAN MLP ETF | $18,197 | $18,197 |
| ALPHABET INC | $12,520 | $12,520 |
| AMERICAN ELEC PWR CO INC | $10,378 | $10,378 |
| AMERICAN HOMES 4 RENT REIT | ||
| AMPIO PHARMACEUTICAL | $1 | $1 |
| APPLE INC. | $18,486 | $18,486 |
| BLACKROCK ENERGY AND RES | $25,184 | $25,184 |
| CAMECO CORP | $16,468 | $16,468 |
| CANADIAN PACIFIC KANSA | ||
| CELESTICA INC EQUITY | $19,215 | $19,215 |
| CELSIUS HOLDINGS INC | $10,612 | $10,612 |
| CHEVRON CORP NEW | $10,973 | $10,973 |
| COSTCO WHOLESALE CO | $17,247 | $17,247 |
| CVR ENERGY INC | ||
| DRAFTKINGS INC NEW | ||
| EATON VANCE TAX MANAGED | $9,530 | $9,530 |
| EATON VANCE TAX MGD DVF | $24,237 | $24,237 |
| EQT CORP | $8,576 | $8,576 |
| EXXON MOBIL CORP | $9,025 | $9,025 |
| FOOT LOCKER INC | ||
| ISHARES S&P SMLL CAP 600 | $13,410 | $13,410 |
| JP MORGAN EQUITY PREMIUM | $13,165 | $13,165 |
| JPMORGAN CHASE & CO | $14,178 | $14,178 |
| LOCKHEED MARTIN CORP | ||
| MICROSOFT CORP | $10,640 | $10,640 |
| MP MATLS CORP | $7,325 | $7,325 |
| NUCOR CORP | ||
| NUSCALE PWR CORP | $5,101 | $5,101 |
| NUVEEN NASDAQ 100 DYNAMI | $25,953 | $25,953 |
| NVIDIA CORP | $13,055 | $13,055 |
| PALANTIR TECHNOLOGIES IN | $9,954 | $9,954 |
| PEABODY ENERGY CORP NEW | ||
| PETROLEO BRASILEIRO | ||
| PHILIP MORRIS INTL INC | $10,747 | $10,747 |
| ROYCE SMALL CAP TRUST CF | $24,874 | $24,874 |
| SOUTHERN COPPER CORP | $11,191 | $11,191 |
| SPDR GOLD SHARES ETF | ||
| SPROTT PHYSICAL GOLD ETV | $20,241 | $20,241 |
| VANECK GOLD MINERS ETF | ||
| VISA INC | $35,071 | $35,071 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME RECEIVABLE | Desc |
| BOY Book Value | $91 | BOYBookValueAmt |
| EOY Book Value | $98 | EOYBookValueAmt |
| EOYFMV | $98 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK SERVICE CHARGES | $25 | $13 | $12 |
| ANNUAL CORPORATE REPORT | $50 | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $87,997 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $4,107 | Amt |
| Net Investment Income | $4,107 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $108 | Amt |
| Net Investment Income | $108 | NetInvestmentIncomeAmt |